Private Client Services’s Valero Energy VLO Stock Holding History

Private Client Services’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$226K	Buy	+583	New	+$197K	0.06%	211

Other funds holding VLO

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Private Client Services's VLO Position: Q3 2026 in Review

Private Client Services opened a new position in Valero Energy (VLO) in Q3 2026: 583 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #211 among its holdings.

15 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Private Client Services held 583 shares of Valero Energy worth $226K as of Q3 2026.
Valero Energy was a new Private Client Services position in Q3 2026.
Valero Energy made up 0.06% of Private Client Services's portfolio in Q3 2026, its #211 holding.
15 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.